GWS
ATR icon

Glassman Wealth Services’s AptarGroup ATR Stock Holding History

Glassman Wealth Services’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15
Closed -$2K – 1655
2022
Q2 		$2K Buy
15
+11
+275% +$1.2K ﹤0.01% 1198
2022
Q1 		$0 Sell
4
-6
-60% -$705 ﹤0.01% 1632
2021
Q4 		$1K Buy
10
+8
+400% +$995 ﹤0.01% 1303
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1580
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1446
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1389
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1345
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1320
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1214
2020
Q1 		$0 Buy
+2
New +$217 ﹤0.01% 1126
2019
Q3 		– Sell
-6
Closed -$1K – 1042
2019
Q2 		$1K Buy
+6
New +$685 ﹤0.01% 798

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Glassman Wealth Services's ATR Position: Q3 2022 in Review

Glassman Wealth Services sold out of AptarGroup (ATR) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in ATR in Q2 2019 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

  • Glassman Wealth Services reported no remaining AptarGroup position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 15 AptarGroup shares in Q3 2022, an estimated $2K.
  • Glassman Wealth Services first reported a position in AptarGroup in Q2 2019 and held it in 11 quarters.
  • Glassman Wealth Services's AptarGroup position peaked at $2K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.